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Yin Xuen Lim

Yin Xuen Lim

Financial Advisor

Accounting / Finance

Singapore

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About Yin Xuen Lim:

I started last year in December and would like to gain more knowledge on wealth management as well as investment strategies to better myself. Additionally, I am very keen on having more experience in presenting ideas to clients and to be able to observe others to learn more as well.

Experience

Currently work at AIA and have trained to sell life insurance, investment-linked policies, and hospital and accident plans. In addition, I have gone through courses on CPF to help better plan for my client's wealth management and retirement. Prior to this, I worked at a local SME as a part-time marketing intern back in 2018 and lead some of their seasonal promotions. Communication and collaboration with stakeholders and the team were not an issue.

Education

I am an undergraduate at Singapore Management University (SMU). Currently pursuing a bachelor's degree in business administration and majoring in finance and marketing. 

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